Salary Range: $100,000 - $140,000Who we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.We pride ourselves on understanding our clients’ needs and providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.At CG, we believe that diversity across our business strengthens our client relationships and enables more cutting-edge solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience.



If you need any accommodations throughout the interview process and beyond, please let us know.We are looking for a proactive, detail-oriented, and analytical professional who thrives in a fast-paced, investment-focused environment. The ideal candidate takes ownership and accountability for day-to-day portfolio needs, executes trades with precision, ensures alignment with portfolio mandates, and contributes to process improvements and being a team player. Strong communication, relationship-building, and organizational skills, along with a collaborative and client-focused mindset, are essential.Responsibilities:Execute equity, fixed income, and FX trades across client accounts, monitoring security prices to support timely entry and exit decisions aligned with Portfolio Manager direction.Invest incoming funds and rebalance portfolios while analyzing diversification and identifying allocation drift.Perform equity analysis to support portfolio strategy and investment decision-making.Manage day-to-day portfolio administration, including onboarding support for new and transferring clients.Prepare customized client reports, portfolio reviews, market updates, and financial summaries.Assist in the development and presentation of investment proposals for prospective clients.Communicate with clients regarding trades, portfolio activity, and market developments.Participate in special projects such as large-scale

📌 Investment Associate (Oakville)
🏢 Canaccord Genuity
📍 Oakville